Planning Alliance

08/02/2024

Major averages had a mixed showing last week. The S&P 500 fell 0.8% and the Nasdaq declined 2.1%. The small cap Russell 2000 continued its march higher, gaining 3.5%.

12/24/2023

Wishing you and yours the happiest of holiday seasons.

12/19/2023

Solid gains were once again seen for major averages last week. The S&P 500 closed above 4,700, its highest level since January of 2022, marking seven consecutive weeks of gains. The S&P 500 finished the week up 2.50% while the Nasdaq rose 2.80%.

12/12/2023

Major averages closed last week with modest gains. The S&P 500 rose 0.20% while the Nasdaq advanced 0.70%. The S&P 500 is now up 11.8% from the lows made on October 27th.

12/08/2023

To our clients, employees, associates, and followers, we wish you a happy and bright eight days of Hanukkah.

12/05/2023

The stock market closed out the month of November with solid gains and began December on a positive note. Friday's close on the S&P 500 marked a 52-week high. For the week the S&P 500 rose 0.8% while the Nasdaq gained 0.4%.

11/28/2023

We are humbled and thankful. The Pinot & Purpose event on November 16th in support of 's Kids Foundation raised over $11,000 for the organization. Thank you to our co-sponsors Neves Jewelers and HV Design Group s well as all who attended.

Any day can be !

11/28/2023

Stocks advanced for a fourth consecutive week on shortened holiday trading. The S&P 500 rose 1.0% while the Nasdaq gained 0.9%.

11/23/2023

We wish our employees, clients, business associates, loved ones, and Facebook network the happiest of holidays.

11/20/2023

The turnout for our Pinot & Purpose event in support of Kathy's Kids Foundation last week was outstanding. Kathy’s Kids supports local families caring for a family member suffering from a critical illness, specifically cancer. We are so grateful to those who purchased tickets as well as those who made auction donations including Neves Jewelers and HV Design Group.

11/15/2023

We are a little more than 24 hours away from what we hope will be a wonderful evening. The response has been remarkable. To those of you have already purchased tickets to Pinot & Purpose: A Night of Hope, thank you! If you haven't yet, a small number of tickets remain.

https://lnkd.in/gDm5vZvP

We are proud to support Kathy's Kids Foundation, an organization dedicated to helping the families of terminally ill cancer patients by hosting Pinot & Purpose: A Night of Hope on November 16th. Join us at The Wine Bar (the wine bar) in Atlantic Highlands from 6PM to 8:30PM for an evening of great fun, food, and focus as we work together to support this worthy organization and cause. Purchase tickets via the link below today:

https://kathyskidsfoundation.org/events/pinot-purpose-a-night-of-hope/

11/13/2023

U.S. stocks continued their winning ways for a second week with the S&P 500 rising 1.3% and the Nasdaq gaining 2.4%.